Continuing Legal Education Society Presentation on "Reining in the Rogue Trustee/Executor"

I am going to be speaking at the Continuing Legal Education Society course, Estate Litigation Update - 2014, next week on Thursday, October 23, 2014 at the Pan Pacific Hotel, 999 Canada Place, Vancouver, B.C. the course goes from 9:00 am to 4:00 pm, and is part of a two-day wills, estates and trusts conference beginning Wednesday. My topic will be "Reining in the Rogue Trustee/Executor."

Registration is through the Continuing Legal Education Society of British Columbia.

The agenda is as follows:

Welcome and Introduction

Helen H. Low — Fasken Martineau DuMoulin LLP, Vancouver

Wills Variation Update

• recent cases
• recent trends related to awards of costs
• WESA transition
• abatement of settlement

Hugh S. McLellan — McLellan Herbert, Vancouver

When Good Planning is not Enough

• when is a good estate plan no longer “bullet proof”
• strategies to set aside estate plans to disinherit
• Mordo, Mawdsley and Easingwood  issues

Peter J. Glowacki — Borden Ladner Gervais LLP, Vancouver  
M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver

Networking Break

Mediation/Arbitration/Settlement Conferences

• using the best process in the appropriate case
• preparation for the proceeding
• promoting a consent resolution—what works
• documenting the settlement

The Honourable Marion J. Allan — Clark Wilson LLP, Vancouver
Roger D. Lee — Davis LLP, Vancouver

Solicitor-Client Privilege—What Does that Mean in Estate Litigation

• how to secure a lawyer’s file in estate litigation
• who holds the privilege and who can waive it
• what attack can be made when the file is released

Scott Cordell — Killam Cordell Murray, Vancouver

Networking Lunch 

Rectification of Trusts and Wills

• how can applications for rectification be made
• the applicable law—when it works and when it doesn’t
• other options

Amy D. Francis — Legacy Tax + Trust Lawyers, Vancouver
Ian Worland — Legacy Tax + Trust Lawyers, Vancouver

Reining in the Rogue Trustee/Executor

• what conduct warrants removal or other relief

Stanley T. Rule — Sabey Rule LLP, Kelowna

Using Unjust Enrichment as a Remedy in Estate Litigation

• current state of the law
• when is this remedy most effective to plead
• elements of unjust enrichment
• joint family ventures after Kerr v. Baronow 2011 SCC 10

Andrew S. MacKay — Alexander Holburn Beaudin + Lang LLP, Vancouver

Networking Break

The Family Law Act in Trust and Estate Litigation

• the interplay between the FLA and WESA
• loss of estate rights upon spousal separation
• what constitutes separation
• “family violence” under the FLA: a new tool in relation to vulnerable adults?

Anna Laing — Fasken Martineau DuMoulin LLP, Vancouver

Protecting Vulnerable Adults

• the PGT’s role
• the new provisions under the Adult Guardianship Act
• available community resources

Leanne Dospital — Regional Manager, Services to Adults, Public Guardian and Trustee of BC, Vancouver
Sarah Watson — Solicitor to the Public Guardian and Trustee, Services to Adults, Public Guardian and Trustee of BC, Vancouver